Bria Professional 2.3 for Windows User Guide www.counterpath.
CounterPath Corporation CounterPath Corporation Suite 300, One Bentall Centre 505 Burrard Street, Box 95 Vancouver, BC V7X 1M3 Tel: 604.320.3344 sales@counterpath.com www.counterpath.com © June 2008 CounterPath Corporation. All rights reserved. Windows is a registered trademark of Microsoft Corporation in the United States and other countries.
Contents Introduction...................................................................................................................................1 Installation and Setup....................................................................................................................3 Getting Ready .........................................................................................................................3 Starting Bria Professional ......................................................
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Bria Professional 2.3 for Windows User Guide 1 Introduction Bria Professional is CounterPath’s softphone designed specifically for business and enterprise users. It includes the features that are standard to Bria—the ability to make VoIP phone calls, to send and receive instant messages, to share presence (availability) information, and to exchange files. Bria Professional adds to those features the ability to auto-answer incoming calls and support for LDAP.
CounterPath Corporation • • • • • • 2 Automatic selection of the best codec based on the other party’s capability, the available bandwidth, and network conditions. Bria Professional switches the codec within a call in response to changing network conditions. SIP compliance to 3261 SIP standard. XMPP compliance as follows: • RFC 3920 • RFC 3921 Supported extensions: • XEP-0004 • XEP-0016 • XEP-0022 • XEP-0077 • XEP-0085 • XEP-0092 • XEP-0115 STUN and ICE NAT traversal. XTunnels for firewall traversal.
Bria Professional 2.3 for Windows User Guide 2 Installation and Setup 2.1 Getting Ready Multimedia Device Requirements Bria Professional requires both speakers and a microphone to make calls. Any of the following configurations are acceptable: • • • • • • External speakers and microphone Built-in speakers and microphone Dual-jack multimedia headset Bluetooth® multimedia headset USB multimedia headset USB phone.
CounterPath Corporation 2.2 Starting Bria Professional If Bria Professional is not already running, start it as you would any other program: Use the Windows Start menu or double-click the desktop icon. Either the Login window or the softphone itself appears. If the login window appears, enter the credentials provided by your system adminstrator. 2.
Bria Professional 2.3 for Windows User Guide 2.4 Setting up a Contact List Typically, you will want to create contacts in order to easily make phone calls, send IMs and transfer files. You can set up contacts in several ways: • • • • During a call that you place or receive, you can add the other party to your contact list. See “Handling an Established Call” on page 16. You can add addresses to the Contact list one by one. See “Adding a Contact” on page 32.
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Bria Professional 2.3 for Windows User Guide 3 Using Bria Professional 3.1 Starting Bria Professional If Bria Professional is not already running, start it as you would any other program: Use the Windows Start menu or double-click the desktop icon. Bria Professional appears. Receiving a Presence Request If availability is enabled, then at any time you may get a Presence Request dialog box. For information on this request, see “Availability” on page 38. 3.
CounterPath Corporation 3.3 The Onscreen Softphone Bria Professional menu. See below. Call panel. See page 11. Address Book panel. See page 31. The Bria Professional Menu File • • • • • My Profile. See page 47. Preferences. These settings control the way that you work with Bria Professional and apply to all accounts. See page 48. Account Settings. You will work with these settings only if advised to do so by your system administrator. See “Configuring Bria Professional” on page 4. Sign Out.
Bria Professional 2.3 for Windows User Guide Contacts Lets you work with contacts. Everything in this menu except for import and export can also be performed directly in the Address Book panel. For information on these actions, including import and export, see page 31. For information on managing blocked contacts, see “Privacy” on page 43. Actions Lists the actions that you can perform, depending on the current “state” of Bria Professional.
CounterPath Corporation Showing and Hiding Parts of the Softphone Restore to large view Show/hide Dial pad Show/hide Video panel Display as Deskbar. See page 30 Close to System Tray Close Call panel (only Call entry field will remain). Click again to open. Move Address Book to a separate window Show/hide Address Book Drag to resize You can still receive calls when Bria Professional is hidden or minimized.
Bria Professional 2.3 for Windows User Guide 3.4 Placing a Call You can contact someone using: • • A softphone address (for example, kpereira@domainA.com) A traditional phone number. You can place a call when another call is already in progress. There is no limit to the number of calls you can make, although eventually the quality of audio and video will degrade because of limitations on the computer. We recommend no more than six concurrent calls.
CounterPath Corporation How Keying From the... Dialpad or computer keyboard Description 1. If another call is currently in progress, click on the Call toolbar. A new Call Entry area appears. The current call is put on hold. 2. Enter the softphone address or number in the Call entry field using the dialpad or the computer keyboard. For the name, you can enter the entire softphone address (kpereira@domain.com) or just the name (kpereira). As you type, a suggestion for completing the entry may appear.
Bria Professional 2.3 for Windows User Guide Placing another Call To place a new call (without hanging up on the current call), click the Start another Call button. In the Current Calls bar, a tab appears for each separate call. Start another Call button Hiding your Identity You can hide your identity on a call, so that the other person will not see your ID on their phone. On the Call control bar, choose Options > Hide my Number for this Call. this call. Place the call in the usual way.
CounterPath Corporation • If there is no match on any dial plans or if no dial plans are defined, then the default account is used. The default account is the account listed first in the Account Settings window (page 58). Ending a Call Click End on the Call panel. Details of the call remain on the Call display. To clear the details of the call from the display, click Clear.
Bria Professional 2.3 for Windows User Guide 3.5 Handling an Incoming Call Bria Professional must be running to answer incoming calls. (If Bria Professional is not running, incoming calls may be directed to voicemail; check with your system administrator.) Bria Professional rings and information about the incoming call appears in the Call entry field. In addition, the Call Alert box appears, even if Bria Professional is minimized.
CounterPath Corporation 3.6 Handling an Established Call While the call is in progress you can: • • • • • • Control the audio: use the speakerphone, mute the call, control volume. Record the call. Put the call on hold. Add the caller as a contact. Transfer the call. See the next page. Add video. Pause and resume video when video is already present. See “Video” on page 19 Show/hide video panel. See page 19 Conference call. See page 21 Hold Place another call (this one will automatically be put on hold).
Bria Professional 2.3 for Windows User Guide 3.7 Transfering a Call Quick Transfer You can set up a list of phone numbers that calls can be transferred to. Then during a call, you can transfer to any of these numbers by selecting from a list. To set up the numbers: 1. Choose File > Preferences from the menu. Display the Transfer panel. 2. Enter as many numbers as you want. To enter a new number, click in an empty line. To remove an entry, click in the line and delete the number.
CounterPath Corporation Attended Transfer – Call then Transfer You can first speak to the target (the person you are transfering the call to), then click Transfer to complete the transfer. 1. Click Options > Call then Transfer. The first call is put on hold and a New call tab appears 2. Call the target in any of the normal ways. 3. When you are ready, click Transfer; the message Transfer Successful appears. If the target does not want to take the call, simply end the call with that person.
Bria Professional 2.3 for Windows User Guide 3.8 Video Show/hide video panel Adding Video Either you or the other party can add video at any time. To add video, open the Video panel and click Start My Video. When you add video, the other party may (or may not) start sending their video to you. You can add video, even if you do not have a camera, in order to start receiving the other party’s video.
CounterPath Corporation 3.9 Voicemail If your service includes voicemail, then when you have voicemail messages, the word “new” appears beside the voicemail icon at the top of the phone. Click the icon to automatically connect to voicemail and listen to your messages.
Bria Professional 2.3 for Windows User Guide 3.10 Conference Calls Starting a Conference Call You can create a conference call starting from one existing call: 1. Click the Conference icon. Bria Professional enters “conference mode” and “Call a conference participant” appears on the LCD. 2. Place the second call in one of these ways: • Right-click on a contact and choose Add to Conference Call. • Type a name or number. (Or to cancel the call, click the Cancel button.
CounterPath Corporation Conference is now established Click for actions for this participant Managing the Conference Adding More Participants You can add more participants to an existing conference in any of these ways: • • • • Right-click on a contact and choose Add to Conference Call. From the tab that contains the conference, click the Conference icon. Place a call by typing a name or number. When the callee answers, the call will automatically be added to the conference.
Bria Professional 2.3 for Windows User Guide Suspending the Conference To suspend the conference, click the Hold button. Audio Controls Adjusting Volume. Use the speaker adjustment to adjust volume of the sound you are hearing. Mute. Click on the dialpad to prevent the other parties from hearing you. The display. When you mute, you may also want to stop video feed, if any. Speakerphone. Click icon appears on the Call on the dial pad to put the callers on the speaker phone.
CounterPath Corporation The conference host, serves as the “funnel” for other video. Whatever the conference host is receiving will automatically be sent to the other parties. Controlling Video Once video has been added, it can be paused, resumed and stopped in the same way as on a regular conference call, by the initiator of the individual “leg” of the conference call. The conference host does not have special control over the video, and can only add video on legs for which they were the initiator.
Bria Professional 2.3 for Windows User Guide 3.11 Instant Messaging Instant messages are made using softphone address. Therefore, you can send or receive an instant message (IM) to: • • • Any contact who has a softphone address. Any party who phoned you from a softphone address. Any party whom you phoned using a softphone address. You may also be able to use an instant message to send files to another party. See page 28. Sending an IM 1. There are several ways to select the person to send an IM to.
CounterPath Corporation Receiving an IM When an IM is received, either the IM window or a Call Alert pops up. (To control which window appears, see see “Preferences – Application” on page 48.) If the IM window is already displayed with an IM session with another person, the message from the new person appears in another tab in that window. (You can set up Bria Professional so that each person has their own IM window; see “Preferences – Application” on page 48.
Bria Professional 2.3 for Windows User Guide Sending a Broadcast IM You can send an IM to several people at one time. A broadcast IM is not a conference IM. • • With a broadcast IM, each recipient can reply to the IM, but only you will see these replies; the other recipients will not see these replies. With a conference IM, all parties see everyone’s messages and the messages each party sends are seen by everyone. Conference IM is currently not supported. 1.
CounterPath Corporation 3.12 Sending and Receiving Files Sending Files If your system administrator has set up your service for file transfer, you can send files to any contact who has a SIP address. If you are not set up for file transfer, the Send a file command is not available. 1. Choose one of these actions: • Right-click a contact and choose Send Files. • From the instant message window, choose Send a File. 2. A standard Select Files to Send dialog box opens.
Bria Professional 2.3 for Windows User Guide Receiving a File Independently of an IM Another person may send you files outside of an IM. The following dialog appears, to allow you to save the file.
CounterPath Corporation 3.13 Email You can send an email to one or more contacts, or to all the contacts in a group. Select the contact, contacts or group, right-click and choose Send Email. An email window opens in your default email application, with the “to” line populated with all those contacts who have email addresses (in their Contact Profiles). 3.14 The Deskbar To display the softphone as a deskbar, click the Deskbar button.
Bria Professional 2.3 for Windows User Guide 4 The Address Book The Address Book panel, which is divided into tabs, provides access to the following: • • • • Contacts. Call history, see page 37. Contact availability (presence), see page 38. LDAP directory, see page 45. 4.1 Contacts Tab Add a Contact Search field Display all contacts Display only contacts who are set up for Availability and who are currently online The availability of others. See page 38.
CounterPath Corporation Setting up Contacts Adding a Contact Click , or right-click a group and choose Add Contact to Group. The Contact Profile dialog box appears. See the table on page 35. This button is always displayed for a new contact. It also appears once you enter a new address for an existing contact. Table 1: Contact Profile Fields Field Description Contact name Only the display name is required.
Bria Professional 2.3 for Windows User Guide Contact Profile — Advanced Dialog This dialog lets you fine tune the presence sharing information for this contact and change the account that each address is associated with. Presence Sharing You can configure which accounts will be used for presence sharing: none, some or all. • • If you disable all items, this contact will not have an availability icon beside its name in the Contact list.
CounterPath Corporation • • Create a new contact: Click Create. Change the display name, contact method, and group if desired. Click OK. Update an existing contact. Click Update. Choose a different contact, if necessary. Change the contact method and group, if desired. Click OK. If the contact method is Softphone or Jabber, an online status request is sent to this person. Importing Contacts You can populate the Bria Professional contact list by importing from an external file or files.
Bria Professional 2.3 for Windows User Guide • given_name • surname • postal_address. For a complete list of headings, see “Contact List Headings” on page 60. 3. Save the file as *.csv. External Storage of the Contact List Each time Bria Professional is started, the contact list is retrieved from the external storage. Each time a contact is added to the contact list, it is immediately copied to external storage. The list is always stored on the local computer.
CounterPath Corporation Adding, Deleting or Renaming Groups Select any group, right-click, and choose the appropriate menu item. You can only delete an empty group. Using Contacts Phone or IM the person • Double-click the contact to start a phone call or IM to the person (depending on how double-clicking is configured in the contact’s profile). Drag the contact to the Call display to start a phone call. • Phone the person Right-click and choose Call, then click the desired number.
Bria Professional 2.3 for Windows User Guide 4.2 History Tab Display all calls Missed calls Received calls Dialed calls Canceled outgoing Answered call (incoming or outgoing) Missed or blocked incoming Managing the Lists of Calls You can right-click on an entry in a list to: • • • • Delete the call. Delete all entries in this list. Block this person to control whether they can send you phone calls or instant messages, or see your online availability.
CounterPath Corporation 4.3 Availability Availability refers to the ability to see whether a person is available or not: online, on phone, busy, and so on. Your availability information is displayed below on the main menu. The availability of others is displayed in the Contacts tab. You can publish your availability to contacts who have softphone address, and you can set up Bria Professional to view the availability of other contacts.
Bria Professional 2.3 for Windows User Guide Sharing Availability Watching Others’ Availability When you create a contact by entering details in the Contact Profile, the contat is automatically set up so that you share availability. If you created a contact by importing a contact list, it is not automatically set up to shared. You must display the Contact Profile and click the Advanced button. See “Contact Profile — Advanced Dialog” on page 33.
CounterPath Corporation • If you do not yet have a privacy rule set up for this person or for their domain, this request appears to you as a Presence Request. You must respond to the request: • Block the request. This person will not be able to contact you from this address. • Allow the request and create a new contact using this address. • Allow the request and add this address to an existing contact (if Bria Professional has found an appropriate match).
Bria Professional 2.3 for Windows User Guide Setting your Availability Changing your Availability Click the down arrow beside the availability indicator on Bria Professional, and select the desired availability. See Table 2, below. When your availability changes, the new availability is sent to everyone who has permission to see your availability, according to the Privacy Settings (see “Preferences – Privacy” on page 50).
CounterPath Corporation Table 2: Availability Indicators Indicator Do not disturb Meaning for your Availability Meaning for Others’ Availability You have set your availability to this status. Bria Professional will never You cannot make phone calls or IMs to this person. automatically switch you out of this status; you must switch yourself. Both incoming phone calls and incoming IMs will be directed to voicemail. However, you can still make phone calls and IMs.
Bria Professional 2.3 for Windows User Guide 4.4 Privacy You can control how contacts and other people can contact you by phone or IM, and you can control whether your contacts can see your availability information (whether you are online, one the phone, and so on). You can set up controls in advance or “on the fly” (as phone calls and presence requests come in). Setting up Controls in Advance To set up controls in advance, see “Preferences – Privacy” on page 50.
CounterPath Corporation On an Incoming IM To block who sends an IM, choose Options > Block this Person on the Instant Message window. Then close the window. The other person gets a message that their instant message has been declined. This person is added to your Blocked List (see page 50). In addition, if the person is a contact, then “blocked” appears beside their name in the contact list. You will no longer see incoming calls or instant messages from this person; they will automatically be declined.
Bria Professional 2.3 for Windows User Guide 4.5 LDAP Directory Tab The Directory tab appears only if you have set up to use LDAP, as described on page 55. Phone a Person Right-click an entry and choose Call or Video Call. The call is placed immediately. Create a Contact Right-click an entry and choose Add as Contact. The Contact Profile window appears, populated with all the information from the directory (not only the information displayed in the tab).
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Bria Professional 2.3 for Windows User Guide 5 Configuring Bria Professional You can configure Bria Professional in several ways: • • • Set up your personal profile. See below. Configure global behavior. See “Configuring Preferences” on page 48. Configure the behavior on a per-account basis. See “Configuring Accounts” on page 58. 5.1 Configuring your Profile To set up information about yourself, choose File > My Profile.
CounterPath Corporation 5.2 Configuring Preferences Choose File > Preferences. The Preferences window appears. The Preferences panels let you control the way that you work with Bria Professional. Preferences – Application This panel lets you set your preferences for general GUI behavior.
Bria Professional 2.3 for Windows User Guide Preferences – Alerts & Sounds This panel lets you control the Call Alerts box and lets you assign sounds. Showing Call Alert Box You can control whether the Call Alert box is displayed in different situations. Assigning Sounds You can assign specific sounds to a variety of actions or “events”. 1. Click Enable sounds on and click each event on or off, or click Enable sounds off to disable all sounds. 2.
CounterPath Corporation Preferences – Privacy You can control how contacts and other people can contact you by phone or IM, and you can control whether your contacts can see your availability information (whether you are online, on the phone, and so on). Choose one. If you choose “Allow only”, then all contacts will be able to contact you unless they or their domain are in the Blocked list (below). This section is optional. It lets you enter addresses and domains that will be prevented contacting you.
Bria Professional 2.3 for Windows User Guide Preferences – Quick Transfer This panel lets you set up a list of phone numbers that calls can be transferred to. Then during a call, you can transfer to any of these numbers by selecting from a list. Enter as many numbers as you want. To enter a new number, click in an empty line. To remove an entry, click in the line and delete the number. Set one of the numbers as the default. See “Quick Transfer” on page 17 for information on using this feature.
CounterPath Corporation Preferences – Devices Bria Professional automatically detects devices at each startup, and selects the most appropriate device for each purpose. If you do not like this selection, you can override it on this panel. If you override a selection, it will apply the next time you start Bria Professional, unless the device is no longer available, in which case Bria Professional will again select the device to use.
Bria Professional 2.3 for Windows User Guide Field Description Headset Mode Speaker Microphone Change these fields only if you want to override the devices that Bria Professional automatically selected. In both these fields, select the headset you are using. The headset is the device that is usually used for audio out (the sound you hear) and audio in (recording your voice). The only situation in which the headset is not used is when the Speaker Phone button on the dialpad is pressed.
CounterPath Corporation Preferences – Network Field Network Connection Speed Description Select the type of network connection for your computer. The sliders move to show the bitrate that will be used for sending and receiving. These rates are typical rates for the selected configuration. If you know that your computer and network can handle a faster sending speed, click Custom and move the slider. It is recommended that you not change the receiving speed.
Bria Professional 2.3 for Windows User Guide Preferences – Audio Codecs Change the settings on this tab only if advised to do so by your system administrator. Preferences – Video Codecs Change the settings on this tab only if advised to do so by your system administrator. Preferences – Quality of Service Change the settings on this tab only if advised to do so by your system administrator. Preferences – LDAP Change the settings on this tab only if advised to do so by your system administrator.
CounterPath Corporation Preferences – Diagnostics This panel lets you enable logging to files. Logging uses computer resources, so you should only enable it when instructed by a customer support representative. To set up logging: 1. Click Enable diagnostic logging. 2. Set the logging level. 3. Specify the folder where logs will be saved. 4. Click OK. Activity on Bria Professional will be logged to.csv files in the specified folder. A new set of files is started each time you log on.
Bria Professional 2.3 for Windows User Guide Preferences – Advanced Field Reduce echoes Description Turning this feature on improves sound quality. This feature is typically on. Use slower but more compatible video format Turning this field on may improve performance when running Bria Professional on older hardware. Auto Answer Calls Auto answer incoming calls From the first set of radio buttons, choose how quickly you want Bria Professional to auto-answer an incoming call.
CounterPath Corporation 5.3 Configuring Accounts Accounts Settings Window In general, you will work with the Account Settings window only when advised to do so by your system administrator; see “Configuring Bria Professional” on page 4.
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CounterPath Corporation B Contact List Headings Following is a list of all the headings that are used in the Bria Professional contact list. This list can be useful when formatting a contact list in order to import it intoBria Professional.
Bria Professional 2.3 for Windows User Guide C Location of Files System files get copied to the installation directory specified when installing Bria Professional. The default installation directory is: C:\Program Files\CounterPath\Bria Professional Data files are saved in the Counterpath folder in the standard location for application data, as defined in Windows.
CounterPath Corporation D Other Ways to Run Bria Professional D.1 From a Hyperlink You can attach a hyperlink to a phone number or softphone address that, when clicked, starts Bria Professional and dials the number. Attach a hyperlink with this format: dial For example: dial kpereira@domain.com D.2 From the Command Line You can start Bria Professional from a DOS prompt. You may need to add Bria.exe to the PATH.
Bria Professional 2.3 for Windows User Guide E Glossary AEC AGC AVI Broadband Codec Default account Dial plan DTMF IM IP IP address Media MWI Narrowband Presence Proxy PSTN Acoustic echo cancellation. Processing of the audio or video signal to reduce the echo effect that can arise with a speakerphone or that can arise if the sound from the speakerphone or headphone leaks into the microphone. Automatic gain control.
CounterPath Corporation RFC RTP Signaling SIMPLE protocol SIP SIP account softphone address SRTP TCP TLS UDP URI URL USB device VAD vCard VoIP WAV 64 Request for Comment. A document that describes an aspect of an internet technology. An RFC may be a proposed, draft or full internet standard. Real-time Transport Protocol. A protocol for delivering the media portion of a data transmission over an IP network. SRTP is another media protocol.
